Importing Categories (via Excel)

Categories in Sales Layer help you to create a hierarchical tree-like structure which can be useful for organising your Products. This structure can be created manually, in the same way we saw above when importing product information.

Note: in this case, the basic fields are: Category Reference, Parent Category Reference, Category Name and, if needed, Category Image and Category Description.

The field: Parent Category Reference is how we create the hierarchical element of the structure. It determines whether a category is a subcategory or not, and if it is, to which category it belongs. Any categories without a value in their Parent Category Reference field become main, or root categories.

The process of importing Categories is identical to that of importing products, and in fact to that of importing variants as well. The fields that Sales Layer recognizes are given a green background, while those that are new are given a white one, and as before the names and types of all the fields are fully customisable.

Note: It is possible to create the category tree also with the Product import, writing the structure directly in a column of the file to import, as in the following example: category>subcategory>subsubcategory

Here you can download the sample file that we use in our training sessions.